Build client portfolios through financial advising and relationship management as a full time, on-site CIBC Financial Advisor in Toronto.
As part of CIBC’s Imperial Service Team, you’ll serve as a single client contact. Provide tailored guidance across day-to-day banking, investments, lending, and estate planning. Develop relationships, support business growth, and help clients pursue homes, businesses, and future goals.
Key Responsibilities:
- Deliver tailored financial planning advice and solutions
- Build and grow dedicated client portfolios
- Develop sales plans for local markets
- Create new relationships through networking
- Participate in community marketing and outreach activities
Requirements:
- Postsecondary degree or diploma and/or four years’ relevant experience
- Current CIRO-ID accreditation and good standing
- AMF licensing and good standing in Quebec
- Completed CIFC or CSC for AMF licensing
- Registered Retirement Consultant designation
Apply financial advising, portfolio management, and client service skills within CIBC’s Imperial Service Team in Toronto.
📌 CIBC Financial Advisor Toronto
🏢 CIBC
📍 Toronto